Vertex Planning Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
23,523
-8
| -0% | -$239 | 0.15% | 80 |
|
|
2025
Q1 | $795K | Hold |
23,531
| – | – | 0.17% | 73 |
|
|
2024
Q4 | $696K | Buy |
23,531
+43
| +0.2% | +$1.27K | 0.15% | 81 |
|
|
2024
Q3 | $737K | Sell |
23,488
-20
| -0.1% | -$628 | 0.18% | 66 |
|
|
2024
Q2 | $849K | Buy |
23,508
+52
| +0.2% | +$1.88K | 0.22% | 55 |
|
|
2024
Q1 | $884K | Sell |
23,456
-3,000
| -11% | -$113K | 0.24% | 50 |
|
|
2023
Q4 | $937K | Buy |
+26,456
| New | +$937K | 0.28% | 46 |
|